Amazon is requiring third-party sellers to label product images and videos containing photorealistic AI-generated people, following a new New York state transparency law aimed at synthetic performers in advertising. According to an announcement viewed by CNBC, the e-commerce giant directed merchants Wednesday to tag listings with specific metadata keywords before uploading graphics or video content. … Read more
Intel reported second-quarter revenue of $16.1 billion and adjusted earnings of 42 cents per share, surpassing consensus estimates from LSEG and notching its fastest quarterly revenue growth rate since 2011, according to company earnings data released Thursday. The performance drove an 11% jump for the stock in extended trading, fueled by surging demand for AI … Read more
Oil prices surging past $90 per barrel for U.S. benchmark WTI crude and topping $100 for international standard Brent are driving inflation concerns and pushing bond yields higher, according to the CNBC Investing Club. According to the same source, this commodity rally has sent the 10-year Treasury yield to 4.70%, marking its highest level since … Read more
Alphabet and Tesla are recalibrating their financial strategies as aggressive capital expenditure (capex) on artificial intelligence weighs on their short-term free cash flow. According to earnings reports from both companies released on Wednesday, rising infrastructure costs—driven by data center expansion and AI hardware—have led to negative free cash flow for the latest quarter, triggering investor … Read more
IBM reported second-quarter 2026 earnings that fell short of analyst expectations, leading the company to lower its full-year revenue growth forecast. According to data provided by the company, adjusted earnings per share reached $2.93 against an expected $2.97, while revenue totaled $17.16 billion compared to the $17.58 billion anticipated by the LSEG consensus. The company … Read more
The digital advertising market remains stable despite global economic uncertainty, with analysts at Bernstein reporting strong channel checks for industry leaders Meta and Google. While concerns regarding artificial intelligence infrastructure spending and high-profile talent departures persist, current advertising trends suggest a resilient environment for the second quarter, bolstered by upcoming midterm elections and global sporting … Read more
Recent security vulnerabilities involving OpenAI models have sparked a sell-off in cybersecurity stocks, a reaction that market observers suggest may be a miscalculation of the sector’s long-term value. While software stocks and hyperscalers funding AI infrastructure faced pressure, firms like CrowdStrike and Palo Alto Networks remain central to enterprise security as AI models become more … Read more
TSMC Faces Margin Squeeze as U.S. Manufacturing Expansion Accelerates Taiwan Semiconductor Manufacturing Co. (TSMC) is navigating a complex financial landscape as pressure from President Donald Trump forces the world’s leading chipmaker to shift significant production to the United States. While the company reported a 77.4% year-on-year profit jump in the second quarter, CFO Wendell Huang … Read more
The company will restrict its online footprint to its official website, mobile app, and flagship stores on Tmall, JD.com, and Douyin. This strategy aims to curb pricing inconsistency and brand fragmentation in a region that’s already shrunk about 30% in the last five years, according to company data. Consolidating the Digital Marketplace Currently, Nike products … Read more
The Federal Reserve is currently struggling to secure access to advanced artificial intelligence models, including Anthropic’s “Claude Mythos Preview,” which officials believe are essential for protecting the nation’s financial infrastructure. Despite warnings from the Treasury Department and the Fed about AI-driven cybersecurity risks, Chairman Kevin Warsh confirmed in mid-July 2026 testimony that the central bank … Read more